{"id":424,"date":"2006-07-06t11:40:09","date_gmt":"2006-07-06t16:40:09","guid":{"rendered":""},"modified":"2024-10-01t09:17:20","modified_gmt":"2024-10-01t13:17:20","slug":"finance-execs-see-service-lagging-at-cpa-firms","status":"publish","type":"post","link":"\/\/www.g005e.com\/2006\/07\/06\/finance-execs-see-service-lagging-at-cpa-firms\/","title":{"rendered":"finance execs see service lagging at cpa firms"},"content":{"rendered":"

would you recommend your cpa firm to a friend?<\/a><\/i><\/p>\n

by rick telberg<\/b>
\nfor the finance executive<\/b> <\/p>\n

cpas and cfos share a common question: how much longer will their relationships go on? <\/p>\n

the question begs another: what might cause the client to switch accountants? <\/p>\n

bay street group’s studies of accountant-client relationships go straight to the second question and we’re getting a surprising dichotomy of answers. cpas tended to say one thing, while cfos said another. surprised?<\/p>\n

\n
<\/a><\/div>\n
browse the corporate finance insider archive<\/div>\n<\/div>\n

public practicing accountants (47%) seem to be under the impression that they lose clients due to “price, fees, costs, budgets and affordability.” <\/p>\n

but finance managers and cfos have a different take. a solid majority (79%) point to “poor client service and lack of attentiveness.” fees and costs ran a significant second, at 66 percent. <\/p>\n

back on the cpa-firm side of the question, service was the third most commonly perceived reason for expected loss of clientele. while 35 percent saw service as a potential problem, 44 percent said they could lose a client who died, sold or went out of business. <\/p>\n

there’s something wrong when twice as many cfos as cpas see service as the determining factor in client longevity. that might mean that a lot of cpas are failing to offer what corporate accountants want. while cfos seem to think they’re paying for service and attention, cpas are hoping their clients don’t die, move or go cheap.<\/p>\n

the other reasons cpas fear they might lose a client were distantly less common. twenty percent thought “bad personal chemistry” might be the problem; 19 percent recognized that they might not be proactive enough; 17 percent figured they’ll beat the client to the punch by firing them for business reasons; and 11 percent worried that the client might take the function in-house. <\/p>\n

the third most common gripe among financial officers was “not getting enough time with cpa firm’s best people” (again, a matter of service and attention) at a significant 38 percent. bad chemistry followed next, at 34 percent. lack of proactive advice came close, at 33 percent. twenty-two percent said they might need new or different services. <\/p>\n

an anonymous partner in an unspecified cpa firm stated a scary truth we hadn’t expected, except in hindsight: “they don’t need a cpa. they need quickbooks.”<\/p>\n

another professional, equally anonymous, expressed an equally common experience: “they want ‘creative’ tax services.”<\/p>\n

mark d. estes, cpa, a sole proprietor of a tax and bookkeeping service in columbia, s.c., works just part time, with a full-time job elsewhere. “some clients outgrow my [available] time,” he said. <\/p>\n

maybe that’s good, right? these microsofts of ma?ana will never forget who counted their first frijoles. <\/p>\n

an anonymous financial officer in government echoed a theme we heard elsewhere: “too long a relationship established.” <\/p>\n

hey, it happens. cpa firms and corporate clients aren’t married, you know. they hook up. they date. it’s nice if they go steady. but sometimes breaking up is the right thing to do. <\/p>\n

but it’s right only when it’s for the right reasons. for the sake of solid audits, yes. for lack of service and attention, no. service is the responsibility of the cpa. if they don’t give it, it’s the professional duty of a cpa finance manager to change cpa firms.<\/p>\n

[adapted from a report first published by the aicpa]<\/i><\/p>\n","protected":false},"excerpt":{"rendered":"

would you recommend your cpa firm to a friend? by rick telberg for the finance executive cpas and cfos share a common question: how much longer will their relationships go on? the question begs another: what might cause the client … continued<\/a><\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[7],"tags":[],"class_list":["post-424","post","type-post","status-publish","format-standard","hentry","category-bsg-finance-professional"],"acf":[],"yoast_head":"\nfinance execs see service lagging at cpa firms - 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